Regional Private Trust Manager

Work Location:

Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

KEY ACCOUNTABILITIES

CUSTOMER

• Provide leadership and direction to a high performing Private Trust team ensuring the consistent delivery of a legendary client experience

• Work with Trust leadership team to execute an internal partnership strategy to better allow Wealth businesses to capitalize on internal referral opportunities

• Identify and present solutions that reflect the clients unique situation by using expertise in estate planning estate and trust administration taxation and investment strategy

• Raise the profile of the Private Trust and PWM team through partner and community involvement

• Maintain effective relationships with internal partners (Wealth Retail Commercial etc.) and external centers of influence to ensure an integrated client offering and effective use of resources

SHAREHOLDER

• Manage the performance and development of the Private Trust team to ensure a superior employee experience with optimal engagement

• Contribute to the development of the business plan and operationalize the plan and deliver on assigned service or functionality

• Work closely with key business leaders to develop business plan ensuring the optimal use of resources and leverage TDs operating model to maximize efficiency effectiveness and scale

• Track business results and coach to superior performance in the achievement of business and financial targets

• Ensure programs policies and practices continue to meet business needs comply with internal and external requirements and align with business priorities

• Ensure department operates in compliance with applicable internal and external requirements

• Ensure appropriate reporting and escalation of issues based on risk profile

• Follow and ensure employees are knowledgeable of and comply with Bank and industry codes of conduct

• Coach employees to deliver on the business service and operating model

• Protect the interests of the organization identify and manage risks and escalate non-standard high risk transactions / activities as necessary

• Keep abreast of emerging issues trends and evolving regulatory requirements and assess potential impacts

• Maintain a culture of risk management and control supported by effective processes in alignment with risk appetite

EMPLOYEE / TEAM

• Responsible for management of the overall team providing both leadership and guidance

• Set targets and objectives for the team and deliver results

• Grow team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered

• Lead a high performing team; provide on-going feedback and performance reviews coach and develop employees and ensure performance management activities are undertaken and completed for all employees

• Lead the process of setting performance objectives for the team; track monitor and effectively address and/or reward performance in a timely manner

• Manage employees in compliance with all human resources policies procedures and guidelines of conduct

• Share knowledge information skills and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams

• Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes

• Recruit for all hires to ensure a highly diverse qualified workforce to achieve business objectives

• Establish and foster a cohesive team; promote a fair and equitable environment that supports a diverse workforce and encourage the team to achieve common goals and objectives

• Act as a brand ambassador for your business area/function and the bank both internally and/or externally

BREADTH & DEPTH

• Lead and manage a sizeable team of professionals and overall operation of a diverse group in an area of moderate risk complexity or scope while growing talent developing skills and capabilities to achieve career goals support project / initiative success and achieve business results

• Ability to present and make recommendations to senior management and executives

• Ensure an integrated approach with other business areas broader organization and enterprise as appropriate

• Coordinate and prioritize multiple initiatives and manages resource allocation

• Establish effective relationships with different Stakeholders Business Sponsors Executives and LOB

• Provide support and contribute to the overall discipline and strategy for respective areas

• Provide coaching mentorship and guidance to practitioners business executives within area of expertise

• Deep knowledge and understanding of businesses / technology and organizational practices/ disciplines

• Sound to advanced knowledge of external competition industry and/or market trends in relation to own function / business

• Focus on short to medium-term issues (e.g. 6-12 months)

• Reports to the Regional Private Trust Manager

EXPERIENCE & EDUCATION

• Undergraduate Degree

• 10 years of industry experience

• Canadian Securities Course

• TEP Trust & Estate Practitioner

• Professional Designations such as MBA CA LLB CFA etc. are desirable however are not required

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):